Proactive approach spurs active growth
As many firms are retooling and refocusing to meet the new requirements of CRM2, one company is taking that a step further through the redevelopment of its website and advisor planning tools.
Building referrals: Your affordable marketing strategy
Hanging up a shingle and waiting for clients to come to you may keep you afloat, but Rebecca Wilson argues that erecting a marketing campaign to boost referrals can take your business to the next level. And it doesn’t have to cost the earth.
Edward Jones changes Canadian leadership
David Lane, the leader of Edward Jones’ Canadian operations, is returning to the US in September to assume a new leadership role in the firm's Client Strategies Group.
Executive exits TSX Markets
TMX Group has announced that Kevan Cowan, the President of TSX Markets and Group Head of Equities has left the organization to pursue other opportunities.
Timeline for banning embedded commissions?
A former adviser in the UK is offering an expert timeline on when the next crucial regulatory change will hit Canada.
The key to selling your book for more
A respected industry veteran is pointing out a common and costly mistake by advisors looking to eventually sell their book of business for top dollar.
Familiar face returns to lead global equity team
When this investment company went looking for experience to fill the role of Chief Investment Officer, that experience came in the form of a returning employee.
Advisors help clients capitalize on Greece, China troubles
With all the hot-button issues investors are facing at the moment, many advisors are welcoming the volatility as buying opportunities for clients.
Dealer group says ‘no’ to robo
While many large investment firms seem keen on adding a robo-advisor to their lineup of services an executive for a big independent has come out much against it.
Have we learned anything from the financial crisis?
At a recent forum in Cambridge, Ont., the head of the Canada Deposit Insurance Corporation shared his thoughts on what – if anything – we’ve learned from the recent financial crisis.